+502.1%
KORU vs ACI
-45.1%
+547.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +0.4% |
| 7D | +20.1% | -5.0% | +25.1% | +17.2% |
| 30D | +47.5% | -2.3% | +49.8% | +46.5% |
| 3M | -30.1% | -23.2% | -6.9% | -33.7% |
| 6M | +20.1% | -29.5% | +49.6% | +13.7% |
| YTD | +166.6% | -28.6% | +195.2% | +150.9% |
| 1Y | +458.9% | -34.0% | +493.0% | +437.9% |
| All | +502.1% | -45.1% | +547.2% | +570.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling